Why Have Semiconductors Fallen So Much…Can They Rebound When the Exodus Ends? | Park Byeong-chang, MP Partners CEO

Why Have Semiconductors Fallen So Much…Can They Rebound When the Exodus Ends? | Park Byeong-chang, MP Partners CEO [Market Inside]
Watch on YouTube ↗  |  August 07, 2026 at 00:13  |  42:56  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byeong-chang, CEO of MP Partners, explains that the recent sharp sell-off in Samsung Electronics and SK hynix is driven by forced selling from leveraged ETFs, and he expects a strong rebound once that exodus ends. Meanwhile, the KOSPI is consolidating in a box pattern with a bullish target of 7,000 points. He highlights rotation into robotics on government humanoid robot policy and notes short-term trading opportunities in secondary battery and biotech names.

  • Semiconductors fell sharply due to leveraged ETF unwinding, not fundamental weakness.
  • Speaker expects Samsung Electronics and SK hynix to rebound after the exodus ends.
  • KOSPI weekly chart shows a consolidation box, with a target of 7,000 after breakout.
  • Robotics stocks rally on the government push for humanoid robots across 10 major industries.
  • Secondary battery stocks bounce but are seen only as short-term trades.
  • Biotech names like Inbody surge on strong earnings, creating stock-specific plays.
  • Market in wait-and-see mode for semiconductor catalysts, while other sectors rotate.
Ideas
Park Byeong-chang Director, MP Partners 6:54
Semis will rebound after ETF exodus.
The sharp drops in Samsung Electronics and SK hynix are mainly driven by forced selling from leveraged ETF exodus, not severe fundamental deterioration. Once this exodus ends and the selling pressure is exhausted, a strong rebound is likely. Buying at these levels offers a high probability of profit within the year, and the speaker thinks yesterday may have marked the bottom.
000660.KS 005930.KS HIGH
Park Byeong-chang Director, MP Partners 14:57
KOSPI box consolidation targets 7,000.
KOSPI weekly chart shows a consolidation box after a rally, and the index is moving sideways rather than breaking down, which typically indicates it is looking higher. The lower bound of that box is likely a rock bottom, and once Samsung and SK hynix recover, the index will level up and target 7,000 points.
EWY MED
Park Byeong-chang Director, MP Partners 24:28
Robot sector strong on government policy.
The Korean government is promoting humanoid robot development across 10 key industries as part of AI manufacturing innovation, which is significant policy support. Robotics stocks have been leading intraday bounces and are strong while semiconductors are weak, indicating a tradable momentum in physical AI names like Robotis.
108490.KQ MED
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3PRO TV (삼프로TV) · Aug 06

This 3PRO TV (삼프로TV) video, published August 07, 2026, features Park Byeong-chang discussing 000660.KS, 005930.KS, EWY, 108490.KQ. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: 000660.KS, 005930.KS, EWY, 108490.KQ